Vaquero Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Vaquero Private Wealth’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.1M	Buy	+66,930	New	+$48.7M	10.32%	1

Other funds holding IVV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Vaquero Private Wealth's IVV Position: Q2 2026 in Review

Vaquero Private Wealth opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 66,930 shares worth $50.1M. The stake represents 10.32% of the portfolio and ranks #1 among its holdings.

1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Vaquero Private Wealth held 66,930 shares of iShares Core S&P 500 ETF worth $50.1M as of Q2 2026.
iShares Core S&P 500 ETF was a new Vaquero Private Wealth position in Q2 2026.
iShares Core S&P 500 ETF made up 10.32% of Vaquero Private Wealth's portfolio in Q2 2026, its #1 holding.
1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vaquero Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.